XIMR vs AJUL overlap
7 institutions report holding both XIMR and AJUL.
XIMRAJUL
Pick 2 to 4 ETFs.
We don’t have holdings for AJUL. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
7
institutions report holding both, of 61 holding any
XIMR15.1% of its 13F dollars, 29.2% of its 24 holders
AJUL25.4% of its 13F dollars, 15.9% of its 44 holders
Largest institutions holding both
| Firm | XIMR | AJUL |
|---|---|---|
| Susquehanna International Group, LLP | $1.7M | $1.7M |
| Commonwealth Equity Services, LLC | $247K | $2.7M |
| Kestra Advisory Services, LLC | $663K | $1.3M |
| Old Mission Capital LLC | $671K | $503K |
| Harbour Investments, Inc. | $440K | $37K |
| Barclays PLC | $203K | $178K |
| Osaic Holdings, Inc. | $58K | $102K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: XIMR institutional holders, AJUL institutional holders.
Frequently asked questions
Do institutions hold both XIMR and AJUL?
7 Form 13F filers report positions in both, out of 61 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.